Introducing Koala Prospector! Bringing Waterfall Enrichment to Reps

Learn More!
Investmark Advisory Group

Investmark Advisory Group

Investmark began in 1984 as a way to break away from the status quo and offer a truly client-centric wealth management experience. Where the stockbrokers and wirehouses had proprietary products they needed to sell, we saw the value of being an independent firm that designs portfolios based purely on what best suits the needs of each client. We were early adapters of the advisory model and established our own Registered Investment Advisor (RIA) with the State of Connecticut. As we've grown, we became SEC registered and were recently included in the Financial Times FT 300 as one of the leading advisory firms in the nation and one of the top 5 advisory firms in Connecticut. The advisory model fits in perfectly with our client-centric philosophy, as it perfectly aligns the interests of advisor and client. Investmark has important strategic relationships with a few select partners whose dedication to excellence supports our mission. Our broker/dealer is Commonwealth Financial Network, which has been consistently recognized as the best independent broker/dealer (learn more). We also work closely with SEI Trust and Dimensional Fund Advisors.

Last updated on

About Investmark Advisory Group

Founded

1984

Estimated Revenue

$1M-$10M

Employees

11-50

Category

Industry

Financial Services

Location

City

Shelton

State

Connecticut

Country

United States
Investmark Advisory Group

Investmark Advisory Group

Find your buyer within Investmark Advisory Group

Tech Stack (43)

search